+970.3%
HD vs ASX
+3,515.0%
-2,544.8%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | -2.1% | -0.7% | -1.3% | -1.9% |
| 30D | -8.4% | +2.0% | -10.4% | -9.0% |
| 3M | +4.3% | -1.3% | +5.7% | +3.0% |
| 6M | -11.1% | +71.4% | -82.6% | -21.8% |
| YTD | -4.7% | +135.3% | -140.0% | -21.4% |
| 1Y | -19.8% | +267.5% | -287.3% | -39.9% |
| 3Y | +4.1% | +388.5% | -384.4% | -27.9% |
| 5Y | +10.3% | +417.1% | -406.8% | -26.1% |
| 10Y | +203.2% | +872.7% | -669.6% | +71.7% |
| All | +970.3% | +3,515.0% | -2,544.8% | +281.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ASX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling